Estate and Elder Law

Recent Posts

Florida Asset Protection Case: “Renewed” Judgment is Enforceable Action on Judgment
Posted on 3 Jun 2011 by Jeramie Fortenberry

A recent Palm Beach County case illustrates the problems that a Florida judgment creditor can have when trying to enforce a judgment in another jurisdiction. In Corzo v. West , the judgment creditor had to jump through several hoops in response... Read More

New York Obtains Jurisdiction over Non-U.S. Jurisdiction/Cook Island Trustee
Posted on 23 May 2012 by Marc J. Soss

Southpac is a trust company that operates in several Non-U.S. jurisdictions, including the Cook Islands and Nevis (both have aggressive asset protection laws that seek to attract international asset protection trusts). Most individuals seeking non-U.S... Read More

When Bad Florida Estate Planning Ruins Your Asset Protection Planning
Posted on 29 Nov 2012 by Marc J. Soss

According to the 1 st District Court of Appeals ruling in Morey 2004 v. Everbank , and Air Craun, Inc, 37 Fla. L. Weekly D1739 [ enhanced version available to lexis.com subscribers ], simple estate planning mistakes can defeat years of asset protection... Read More

New York Obtains Jurisdiction over Non-U.S. Jurisdiction/Cook Island Trustee
Posted on 23 May 2012 by Marc J. Soss

Southpac is a trust company that operates in several Non-U.S. jurisdictions, including the Cook Islands and Nevis (both have aggressive asset protection laws that seek to attract international asset protection trusts). Most individuals seeking non-U.S... Read More

The Seven Levels of Asset Protection
Posted on 20 Oct 2011 by Gregory Herman-Giddens

Today I participated in a teleconference on Asset Protection Planning. Although the program was a bit basic for me, speaker Carl Waldman. Esq. included a helpful chart of the Levels of Asset Protection, which I have expanded on here: Exemptions... Read More

3 Asset Protection Tips for 2013
Posted on 11 Feb 2013 by Gregory Herman-Giddens

As North Carolina business owners and other taxpayers adjust to the effects of the 2012 American Tax Payer Relief Act , they are starting to focus on asset protection strategies at the same time as minimizing taxes to the fullest extent possible. ... Read More

Asset Protection - The Wrong Way
Posted on 9 Feb 2012 by Deirdre R. Wheatley-Liss

In a case of "you have got to be kidding me" a Florida man adopts his girlfriend (in her mid-40's) as part of an "oh no - I should have done this sooner" dubious asset protection plan. Steven A. Loeb, Esq . points out that there... Read More